Just getting into working with Projects / Jobs. I’ve had zero training, so I am really flying blind here. I don’t understand much of what I am doing, poking in the dark and learning as I go at the moment. I have found that Epic web or whatever their help/training is called is cumbersome but I am trying to navigate that as well. I am also poking buttons and learning as I go. Maybe not ideal in a live environment, but it is what it is.
Before I ask the question I have - would anyone have time and/or interest in spending 3-4 days in Western PA helping us understand some basics on this as well as help with some other finance related issues/questions? Travel and time paid obviously. We have feelers out with a few consultation teams as well, just really trying to nail something down asap. We’ve been using Epicor since June 2022, and learning on our own. I am trying to nail down projects/jobs at the moment. It’s been difficult thus far.
I created a job from a sales order. I created a project and related that job to it.
It shows up in the project schedule board, however so do WBS phases, separately. It seems revenue recognition and progress payment billing comes from WBS phases or no?
Wondering if the job that shows up in the schedule bard can be tied to and/or associated with WBS phases or am I not looking at this correctly?
Scheduling - a lot of that is grayed out in the job itself, it seems I can change it in the scheduler board?
Should I do this instead - Create the “project job” but instead of that job having sub assemblies etc, create WBS jobs and do the MOM work there instead? It seems maybe that would be easier to manage in the scheduling board and would then go by the WBS phases I set up?
These custom jobs will mostly be “parts on the fly” as far as manufactured items go, if that even matters at this point. The methods and materials could be then done at each WBS job instead of all mixed into the top level.
Would I even create a job from Sales Order at that point? Seems redundant or un needed if I am creating them as WBS jobs.
1.) Why is the Primary Project Job Prod Qty 0.00 ? I can’t change that anywhere.
2.) The Master Job is only 1x of the SO related jobs - 400530-1-1
3.) All of the jobs except for the Primary Project Job are “On Hold”, even though they’re “engineered” and “released” / scheduled. Why?
4.) The Start Dates / Due Dates are all over the place. They either don’t match what I originally entered, and if I change them in the Project Schedule Board, they are still all over and don’t reflect what I had input
5.) It doesn’t seem that the project phases have the ability to select predecessors?
Erik I have implemented Epicor in 7 Robotic Integrators. To answer a couple of your questions:
Revenue Recognition can come from top level costs to date or, separately can come from Phases.You need to be careful with closing projects and re-opening based on items such as Warranty costs being captured to the project. Revenue recognition will give you options as to how you want to recognize revenue (i.e. quoted, actual, estimated)
Determining how you want to use Variants (Epicor change requests) and whether those changes requests will be billable
Milestone billings can be generated based on a milestone complete checkbox or based on criteria such as an operation completed.
I would be open to having a call to help you along.
Thanks Can you PM me your email address? Would like to start a dialogue.
I think I can get through this with a few days of help. On site would be best, but phone consult could also work.
Each has its own capabilities. You’re already familiar with the production job, collecting costs for production. Service jobs collect the cost of a Service call. Maintenance jobs collect the cost of maintenance requests. And Project jobs collect (and roll up) costs related to Phases and the project.
In your case, you still want to create a production job but add the Project and Phase to the Job header. Users report labor on this production job. Multiple production jobs can flow up to a single phase job.
Separately, the Build Project Analysis rolls the costs up through the WBS.
When setting up a project from a sales order, which subsequently generates a project job, it automatically defaults to a particular operation, which is quite useful. However, I would like to modify the default operation. Could you advise on how to go about this? Additionally, is it possible to set it to automatically default to multiple operations?
